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Reinsurance Group of America
RGA

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
426
Private Trust Company
Ohio
$2.12K -$708 -5 -24%
CMP
427
Coston McIsaac & Partners
Maine
$2K – – –
TAIM
428
TD Ameritrade Investment Management
Nebraska
$2K – – –
DI
429
Disciplined Investments
Oklahoma
$1.86K -$567 -4 -22%
MBFW
430
Morton Brown Family Wealth
Pennsylvania
$1.86K +$1.98K +14 New
AIP
431
Ahrens Investment Partners
Louisiana
$1.59K +$1.7K +12 New
AF
432
Advisornet Financial
Minnesota
$1.46K -$992 -7 -39%
TWC
433
TD Waterhouse Canada
Ontario, Canada
$1.34K – – –
BAAM
434
Baker Avenue Asset Management
California
$1.33K – – –
PCA
435
Providence Capital Advisors
North Carolina
$1.33K – – –
WT
436
Washington Trust
Rhode Island
$1.33K +$142 +1 +11%
AWM
437
Accel Wealth Management
Iowa
$1.21K – – –
HPC
438
HM Payson & Co
Maine
$1.2K +$1.27K +9 New
SSC
439
Syverson Strege & Co
Iowa
$1.2K +$1.27K +9 New
SIS
440
Sound Income Strategies
Florida
$1.06K – – –
FCA
441
Fortis Capital Advisors
Kansas
$1.06K +$142 +1 +14%
BBHC
442
Brown Brothers Harriman & Co
New York
$929 – – –
AWM
443
Abound Wealth Management
Tennessee
$801 – – –
ECG
444
Edge Capital Group
Georgia
$797 – – –
RWM
445
Raffa Wealth Management
District of Columbia
$797 – – –
2L
446
25 LLC
Missouri
$594 +$567 +4 New
TWP
447
TFO Wealth Partners
Ohio
$531 -$708 -5 -56%
JWM
448
Janiczek Wealth Management
Colorado
$413 +$425 +3 New
LF
449
Lee Financial
Texas
$399 -$1.42K -10 -77%
BCPEMI
450
Bain Capital Public Equity Management II
Massachusetts
– -$86.4M -608,078 Closed
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